Ameritas Investment Company’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Ameritas Investment Company’s Portfolio AGGY Stock Details AGGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.89M	Buy	36,359 +29,829	+457%	+$1.57M	0.09%	179
2021 Q2	$1.77M	Buy	6,530 +227	+4%	+$11.8K	0.09%	196
2021 Q1	$323K	Sell	6,303 -16,030	-72%	-$840K	0.03%	444
2020 Q4	$1.2M	Buy	+22,333	New	+$1.2M	0.23%	103
2020 Q2	–	Sell	-7,188	Closed	-$371K	–	362
2020 Q1	$371K	Buy	7,188 +7,072	+6,097%	+$370K	0.06%	234
2019 Q4	$6K	Sell	116 -483	-81%	-$25.2K	﹤0.01%	774
2019 Q3	$31K	Buy	+599	New	+$31.1K	0.01%	791
2019 Q2	–	Sell	-22,755	Closed	-$1.13M	–	242
2019 Q1	$1.13M	Buy	22,755 +21,577	+1,832%	+$1.06M	0.21%	95
2018 Q4	$57K	Buy	+1,178	New	+$56.2K	0.01%	542

Other funds holding AGGY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameritas Investment Company's AGGY Position: Q3 2021 in Review

Ameritas Investment Company increased its WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) stake by 457% in Q3 2021, buying an estimated $1.57M and bringing the position to 36,359 shares worth $1.89M. The position accounts for 0.09% of the portfolio, ranked #179.

Ameritas Investment Company first reported a position in AGGY in Q4 2018 and has held it in 9 quarters since. 162 funds tracked by Wall St. Rank hold AGGY as of Q3 2021.

Ameritas Investment Company held 36,359 shares of WisdomTree Yield Enhanced US Aggregate Bond Fund worth $1.89M as of Q3 2021.
Ameritas Investment Company bought 29,829 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q3 2021, an estimated $1.57M.
WisdomTree Yield Enhanced US Aggregate Bond Fund made up 0.09% of Ameritas Investment Company's portfolio in Q3 2021, its #179 holding.
Ameritas Investment Company first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and has held it in 9 quarters since.
162 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.